TriaGen Wealth Management LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 189 securities held by the firm.
The portfolio is diversified across various sectors, including technology, healthcare, finance, and energy. Major technology holdings include Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Broadcom Inc. The healthcare sector is represented by Eli Lilly & Co., Vertex Pharmaceuticals Inc., and Abbott Laboratories. Financial institutions such as JPMorgan Chase & Co., Visa Inc., and Mastercard Incorporated are also included in the portfolio.
The filing details the number of shares held for each security, with some positions significantly larger than others. For example, the firm holds 97,387 shares of Apple Inc. and 55,903 shares of NVIDIA Corporation. Conversely, positions such as Berkshire Hathaway Inc. Class A and Lockheed Martin Corporation are held in single digits.
In addition to individual stocks, the portfolio includes various exchange-traded funds (ETFs). These funds cover broad market indices, such as the S&P 500, as well as specific sectors like technology, energy, and emerging markets. Notable ETF holdings include the iShares Core S&P 500 ETF, the Vanguard Total Stock Market ETF, and the Cambria Emerging Markets ETF.
